New Procedures for a Smooth Tax Season at Nichols & Co.

New Procedures for a Smooth Tax Season at Nichols & Co.

Dear Valued Clients,

By now, I am sure that all of us are keenly aware of the spread of the Coronavirus (COVID-19) and the devastating effects it can have. We are committed to high-quality customer service with low-touch, best practices for the remainder of the tax season. If you have already picked up your completed tax returns, there is no reason to read further. We appreciate your promptness and your business.

If you need to get us your tax return information:
We are here to serve you and we urge you to provide us your tax documents in one of three ways:

-You can physically drop off your tax documents at our office. We have a secure depository in the front vestibule of our office for drop-offs.

-You can mail your tax documents to us via the United States Postal Service at the following address. Please be sure to include your name, phone number and an email address.

Nichols & Co CPAs
115B Commerce Park Dr
Westerville, OH 43082

-Call us for a priority mailing label, which we will email to you. You can print and attach this to your envelope of documents. Postage cost is $8.

-You can upload your tax documents via our ShareFile secure site. In order for us to send you this secure link, please call us at 614-891-5423. This option is acceptable if you have only a few documents.

How we will return your tax returns to you / Facilitate the filing process:
Once the tax preparation has concluded, we will call you with the results and our invoice amount. We will then mail you your return and original documents for your records. You may call us to be personally walked through the folder and instructions.

Please return your e-file forms via mail, in the stamped envelope provided, with a check for our services. Or, call us to process a credit card over the phone (note that there is a 3% credit card convenience fee). We will file your returns in a timely fashion.

We will still make ourselves available to you:
If you have a meeting scheduled with one of our tax professionals and would like to have that meeting take place over the phone, please call 614-891-5423 in advance to let us know, and we will then call you at the appointed time. Otherwise, our tax professionals will be in our offices to meet with you as scheduled.

We care very much about connecting with you to provide the best service possible. As new information becomes available, such as a proposed extension to the April 15 filing deadline, we will keep you up to date with any changes to our processes.

Sincerely,
Nichols & Company, CPAs[/vc_column_text][/vc_column][/vc_row]

Share this post: